Our mission is to assist wealth advisors, self-directed custodians, trust companies and other firms interested in better serving their clients with expanded offerings and further diversification.
Chicago, IL (PRWEB) November 01, 2017
Innovative alternative solution provider SDIRA Wealth steps up to empower America’s top financial advisors to best aid clients to weather 2018 tax changes, with George Golub as Vice President.
In this role George heads up a team of senior associates aiding wealth advisors and financial planners with providing their clientele with income producing alternative solutions. Having headed up the firm’s focus in growing partnerships and referral relationships, CMO Jon Kopp, says George was only the natural choice for VP, to continue his great work in expanding the network and strengthening support for its strategic business relationships. This position includes supervising asset acquisitions and providing new opportunity alerts to the company’s fast growing number of affiliates, and their self-directed IRA investors . Plus, hosting educational webinars for new partners and their clients.
The VP has now been with the team for close to 4 years. He is a former mortgage expert with Guaranteed Rate, one of the nation’s largest residential property lenders. Even though Guaranteed Rate boasts a higher NPS customer satisfaction rating than retail giants Costco, Apple, Amazon, and Zappos, George Golub says he discovered more opportunity and ability to holistically serve clients’ financial needs with the SDIRA Wealth team.
Looking forward Mr. Golub states plans for SDIRA Wealth incorporate “expanding into new markets, with increased passive income opportunities, providing advisors more enhanced portfolio diversity for their clients.”
SDIRA Wealth boasts a highly awarded team, with headquarters in Chicago, IL, and offices in multiple states across America.
“Our mission is to assist wealth advisors, self-directed custodians, trust companies and other firms interested in better serving their clients with expanded offerings and further diversification.” Says Golub.